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iShares Russell 3000 ETF

643 hedge funds and large institutions have $5.62B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.12%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.86%
New
45
Increased
177
Reduced
188
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
151
Aquire Wealth Advisors
Utah
$4.21M -$152K -734 -3%
Stifel Financial
152
Stifel Financial
Missouri
$4.19M -$191K -921 -4%
MLFP
153
MPS Loria Financial Planners
Illinois
$4.16M -$27.1K -131 -0.6%
WI
154
WBI Investments
New Jersey
$4.14M +$4.14M +20,405 New
CCMG
155
Clark Capital Management Group
Pennsylvania
$4.1M +$1.58M +7,611 +62%
FEG
156
Fund Evaluation Group
Ohio
$4.07M -$70.4K -340 -2%
FC
157
Financial Council
Maryland
$3.93M -$44.7K -216 -1%
EWA
158
EP Wealth Advisors
California
$3.85M +$51.1K +247 +1%
CIP
159
Chartwell Investment Partners
Pennsylvania
$3.83M
SB
160
Simmons Bank
Arkansas
$3.82M -$16.1K -78 -0.4%
TFP
161
Triune Financial Partners
Kansas
$3.82M -$688K -3,323 -15%
WAG
162
Winthrop Advisory Group
Massachusetts
$3.8M -$25.3K -122 -0.7%
JIP
163
Jaffetilchin Investment Partners
Florida
$3.78M +$653K +3,155 +21%
EP
164
EPIQ Partners
Minnesota
$3.53M +$518K +2,502 +17%
LWMG
165
Levy Wealth Management Group
Pennsylvania
$3.49M +$8.07K +39 +0.2%
LHC
166
Little House Capital
Massachusetts
$3.43M +$956K +4,620 +39%
Prudential Financial
167
Prudential Financial
New Jersey
$3.27M +$260K +1,238 +9%
GP
168
Greenline Partners
New York
$3.27M
DIA
169
Davidson Investment Advisors
Montana
$3.23M +$2.97M +14,332 +1,124%
FHB
170
First Hawaiian Bank
Hawaii
$3.21M -$38.9K -188 -1%
WCG
171
Wall Capital Group
Arizona
$3.2M
LFS
172
Lutz Financial Services
Nebraska
$3.16M
AllianceBernstein
173
AllianceBernstein
Tennessee
$3.13M +$163K +786 +5%
CAM
174
Cozad Asset Management
Illinois
$3.07M -$210K -1,013 -6%
BCM
175
Brookstone Capital Management
Illinois
$3.01M +$1.81M +8,768 +152%